Updated March 20, 2023.
Leith Wheeler
Canadian Equity Fund
Objective
To provide superior long-term investment returns by investing in a diversified portfolio of Canadian common shares, convertible debentures and other equity related securities. Under normal circumstances the Fund will keep its portfolio fully invested, to the greatest extent possible, in equity and equity related securities.
Investment Style
We utilize a value approach to stock selection, applying bottom-up, fundamental analysis to all investment decisions. Our investment goal is to protect client capital while generating superior investment growth, regardless of economic conditions. We seek to invest in companies with stable earnings, a long-term business model, and a capable management team we can trust that can navigate variable market conditions.
Download Fund Summary Regulatory DocumentsFund Details
Risk Level
Fund Code
LWF002
Asset Class
Canadian Equity
Daily Price
$64.20158
Series
B
Quarter End Fund Size
$3.7 billion
Series Inception Date
Apr 27, 1994
Fund Inception Date
Apr 27, 1994
MER
1.49%
RRSP/RRIF Eligible
Yes
Distribution Frequency
Quarterly
Number Of Holdings
40
Minimum Investment
- $25,000 initial
- $1,000 subsequent
Quarter End Yield
2.91%
Reference Index
- S&P/TSX Composite*